
Hans B
1.4K posts

Hans B
@HansB240
36 | Husband & Dad | Stock market enthusiast ( $MU $TSM $NVDA $SNDK $GOOGL $RDDT $NBIS $META $DRAM ) Detroit Lions 🦁 & fantasy football fan | Views are my own.



Jensen Huang Just randomly getting drinks from strangers in Beijing and drinking it right away.






Samsung and SK Hynix are selling off 10% today because they have risen in the high single digits almost every day for quite some time now, and because South Korea is highly dependent on oil from the Middle East. In a few weeks/months, some investors will again scratch their heads at the new highs these stocks will reach, because they are busy looking at the trees and missing the forest. Both of these companies trade at 3-4x forward P/E ratios in one of the biggest memory cycles in history. They benefit in any case; $NVDA or ASIC, cloud or on-prem, or edge adoption, it doesn't matter. And yes, if needed, South Korea will get its oil from somewhere else; they also hold approximately 208 days of oil cover, which not many countries can say. I have owned Samsung and SK Hynix for quite some time and will continue to do so. In general, the market, with all that is going on, especially around AI, is showing you that it is confused, and not many investors have a clear view of how this will unfold. For someone who has clarity, this is a perfect environment for catching opportunities.




Final Mock Draft nfl.com/news/daniel-je…





THE NASDAQ 100 JUST ANNOUNCED THIS CHANGE COMING TO THE INDEX Sandisk $SNDK stock will be added to the index before the markets open next Monday replacing Atlassian $TEAM





Micron insider sales: April Arnzen sold ~40,000 shares (Apr 8, 2026) Another exec sold ~2,000 shares (Apr 7–8, 2026) What do you think? $MU















